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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,148 | $196,972-84.7% | $182,262-83.5% | $198,609-84.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.35% | 158.27%-146.9pp | 140.60%-129.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $3,244 | $5,364-39.5% | $5,046-35.7% | $5,055-35.8% |
| Participant deferral / active EE | $2,997 | $8,643-65.3% | $8,276-63.8% | $6,977-57.0% |
| Admin fee / account holder | $23,709 | $18,429+28.7% | $16,712+41.9% | $19,030+24.6% |